First Help Financial, a fast-growing and culturally diverse company, is seeking a Sales Operations Associate to administer the sales process, provide communication and data, and support the efficiency and success of the sales team.
Requirements
- Review, process, sign, and manage Dealer Agreements
- Collaborate with the Dealer Info team to ensure proper documentation and updates
- Maintain accurate records of dealer agreements and statuses in Salesforce
- Create and manage parent and child dealership accounts for sales representatives and dealerships
- Link child accounts to parent accounts and ensure data integrity
- Deactivate accounts when necessary (dealer shutoff)
- Maintain agreement status accuracy
- Perform regular audits to ensure Salesforce data aligns with active agreements
- Update Salesforce with agreement details
- Request IT to set up emails and phone numbers
- Request region assignments from managers
- Add new hires to key platforms (Decision Logic, Winbrook, Teams)
- Organize access to sales reference materials and company resources on Teams
- Order business cards and folders
- Update and release territory map in collaboration with regional managers
- Ensure that the correct Inside Sales Rep is associated with the correct territories
- Create and manage Decision Logic accounts for dealers and sales representatives
- Terminate accounts for users no longer active with the organization
- Organize and maintain Reference Materials folders within Teams
- Control user access to ensure appropriate distribution of resources
- Send requests for new dealers added through CUDL
- Ensure new dealers are added to the inclusion list
- Ensure new dealer are added to the Seller Group Assignments
- Ensure Lender Contact Information is updated
- Collaborate with teams to identify collateral needs for sales and marketing
- Create, review, and release collateral materials across Teams, Winbrook, and other portals
- Work with the Sales team, Sales Ops Manager, and Sales Ops Trainers to identify training needs
- Design and implement training solutions
- Develop training materials and ensure their timely release
- Draft and maintain internal documents, including sales guidelines and research reports
- Regularly update and distribute critical sales documents such as rate sheets, funding checklists, and VPP guidelines
- Oversee portals, including CUDL, Dealer Track, RouteOne, and Winbrook, ensuring seamless functionality
- Conduct regular audits to maintain compliance across agreements, accounts, and operational processes
- Address discrepancies promptly and ensure alignment with company standards (updates to address, updates to already created collaterals/etc)
- Identify opportunities to enhance workflows for agreement management, onboarding, and collateral release
- Implement best practices to improve operational efficiency and support the sales team effectively
Benefits
- Generous salaries
- Competitive health and welfare benefits
- Paid vacation
- 401(k) match
- Tuition reimbursement
- Quarterly social outings
- Monthly lunches
- Robust employee recognition and training development program
